https://padlet.com/carrie_chin/cdbdghvtjn5d en-us 2017-12-21 13:55:02 UTC 2017-12-21 15:04:57 UTC hello@padlet.com carrie_chin https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217717456 Employees need to be educated on the new tax software.]]> 2017-12-21 14:55:42 UTC https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217717456 https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217717514 - a new learning system is rolling out


What do we need to train on:
- accessing
-navigating the system

What is the motivation to do the task:
- professional development
- compliance
- I want to see my CPE!

How will we trigger?
- launch notification
- team meeting discussions
- newsletter




]]> 2017-12-21 14:55:50 UTC https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217717514 https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217717710
Employees need learn the new accounting rules. 

- go over the updates and how they impact clients. 

- compliance with the new rules. When you know the rules and are able to better help clients. There is a strong possibility for increasing client base. 

- Sikich U presentations on the updates. 

]]> 2017-12-21 14:56:29 UTC https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217717710 r_krouse https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217717745 I agreed to do another presentation this June for the IL CPA Society

]]> 2017-12-21 14:56:38 UTC https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217717745 https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217717805 Reason: New interns are coming in January.

What: Train interns on GFR and other tax software.

Motivation: Interns should be able to work within the software independently.

Trigger: After they are trained, interns go through a practice scenario using the software. We also have weekly meetings with all interns/staff/seniors to discuss any issues they could be having.]]> 2017-12-21 14:56:44 UTC https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217717805 https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217717827
Todd Easton

update staff on the new tax law changes


highlight the different components of the tax laws

professional development
team meeting/presentation apt

]]> 2017-12-21 14:56:48 UTC https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217717827 https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217717864 Reason for training: Better metrics/reporting for organization
What to train: Pulling reports in ATS/properly coding data 
Motivation: Historic trends, building cases for TA team/compliance
Trigger: Creating easy to use templates, team meeting]]> 2017-12-21 14:56:54 UTC https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217717864 https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217717869 IT Assessment forms for financial audits. 
What we need to train on: 
Explain vulnerabilities in IT controls that pertain to financials 
Forms to fill out 
Motivation: 
gaining knowledge
professional development 
Trigger: 
team meeting 
webinar 

]]> 2017-12-21 14:56:56 UTC https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217717869 https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217718026 Send reminders, classes
Safer work environment 
Group meeting and role play


]]> 2017-12-21 14:57:27 UTC https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217718026 r_krouse https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217718523 My topic will be Common Deficiencies in Single Audits]]> 2017-12-21 14:59:08 UTC https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217718523 r_krouse https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217719323 Greater exposure for Sikich

]]> 2017-12-21 15:00:44 UTC https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217719323 r_krouse https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217719935 ILCPA Society sends out notifications to all members of upcoming presentations

]]> 2017-12-21 15:03:09 UTC https://padlet.com/carrie_chin/cdbdghvtjn5d/wish/217719935